Jeff Sargent
About Jeff Sargent
Jeff Sargent is a Client Advocate with extensive experience in project coordination and client management, currently working at Vertex Business Services since 2013. He has a background in business administration and has held various roles in financial services, demonstrating strong presentation, budgeting, and supervisory skills.
Work at Vertex Business Services
Jeff Sargent has been employed at Vertex Business Services as a Client Advocate since 2013, contributing for 11 years. In this role, he prepares and presents quarterly reviews to both internal and external senior management, showcasing effective presentation skills. He coordinates the timing and planning of implementations for custom modifications, releases, and special projects. His responsibilities also include participating in daily production review meetings and change control planning meetings to ensure smooth production processes.
Career at Broadridge Financial
Jeff Sargent has a significant history with Broadridge Financial, where he worked as a Project Coordinator since 2011 for 13 years. He previously held the position of Account Manager for a brief period in 2011. During his tenure, he successfully managed projects with budgets up to $250,000, translating technical information into cost savings. His efforts led to improved service levels and process enhancements, demonstrating a strong client focus and problem-solving capabilities.
Previous Experience in Financial Services
Prior to his current roles, Jeff Sargent worked at Fidelity Investments as an Operations Analyst from 1996 to 1997. He also served as a Production Coordinator at Symcor from 2006 to 2010, where he gained valuable experience in managing production processes. His diverse background in financial services has equipped him with strong supervisory skills, having supervised a team of ten people.
Education and Expertise
Jeff Sargent studied Business Administration at Sheridan College, completing his studies in 1987. He also attended Georgetown District High School. His educational background has provided him with a solid foundation in business principles, which he applies in his current roles, particularly in budgeting and financial planning, as evidenced by his responsibility for providing the yearly AS/400 budget to senior management.